0001752724-20-207638.txt : 20201016 0001752724-20-207638.hdr.sgml : 20201016 20201016084824 ACCESSION NUMBER: 0001752724-20-207638 CONFORMED SUBMISSION TYPE: NPORT-P PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20200831 FILED AS OF DATE: 20201016 PERIOD START: 20210228 FILER: COMPANY DATA: COMPANY CONFORMED NAME: FIDELITY SELECT PORTFOLIOS CENTRAL INDEX KEY: 0000320351 IRS NUMBER: 000000000 STATE OF INCORPORATION: MA FISCAL YEAR END: 0228 FILING VALUES: FORM TYPE: NPORT-P SEC ACT: 1940 Act SEC FILE NUMBER: 811-03114 FILM NUMBER: 201243028 BUSINESS ADDRESS: STREET 1: 245 SUMMER STREET CITY: BOSTON STATE: MA ZIP: 02210 BUSINESS PHONE: 617-563-7000 MAIL ADDRESS: STREET 1: 245 SUMMER STREET CITY: BOSTON STATE: MA ZIP: 02210 0000320351 S000007494 Construction and Housing Portfolio C000020468 Construction and Housing Portfolio FSHOX NPORT-P 1 primary_doc.xml NPORT-P false 0000320351 XXXXXXXX S000007494 C000020468 Fidelity Select Portfolios 811-03114 0000320351 Z57125JG1LHEQKDYS630 245 Summer Street Boston 02210 1-800-FIDELITY Select Construction and Housing Portfolio S000007494 2Q6WCC8M8RGTBPEOTM44 2021-02-28 2020-08-31 N 319174285.25 545805.90 318628479.35 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 N JOHNSON CONTROLS INTERNATIONAL PLC 549300XQ6S1GYKGBL205 JOHNSON CONTROLS INTERNATIONAL PLC N/A 440251.00000000 NS USD 17931423.23000000 5.627690050362 Long EC CORP IE N 1 N N N DR HORTON INC 529900ZIUEYVSB8QDD25 DR HORTON INC 23331A109 150856.00000000 NS USD 10766592.72000000 3.379042809344 Long EC CORP US N 1 N N N CONSTRUCTION PARTNERS INC 549300G4ICXJKQN32X70 CONSTRUCTION PARTNERS INC CL A 21044C107 108907.00000000 NS USD 2035471.83000000 0.638822943307 Long EC CORP US N 1 N N N Blu Homes Inc N/A BLU INVESTMENTS LLC PP N/A 11990913.00000000 NS USD 20739.48000000 0.006508985023 Long EC CORP US Y 3 N N N SKYLINE CHAMPION CORP N/A SKYLINE CHAMPION CORP 830830105 70113.00000000 NS USD 2001025.02000000 0.628011979369 Long EC CORP US N 1 N N N TOLL BROS INC 529900JB6IS9MSZGVR44 TOLL BROTHERS INC 889478103 222100.00000000 NS USD 9377062.00000000 2.942945344725 Long EC CORP US N 1 N N N SUMMIT MATERIALS INC N/A SUMMIT MATERIALS INC CL A 86614U100 183814.00000000 NS USD 2736990.46000000 0.858991156591 Long EC CORP US N 1 N N N TOPBUILD CORP 5493007YSKHOL4RWII46 TOPBUILD CORP 89055F103 16858.00000000 NS USD 2592760.40000000 0.813725253087 Long EC CORP US N 1 N N N QUANTA SVCS INC SHVRXXEACT60MMH07S24 QUANTA SVCS INC 74762E102 89799.00000000 NS USD 4602198.75000000 1.444377715196 Long EC CORP US N 1 N N N CUSHMAN and WAKEFIELD PLC N/A CUSHMAN and WAKEFIELD PLC N/A 184495.00000000 NS USD 2141986.95000000 0.672252196153 Long EC CORP GB N 1 N N N Fidelity Revere Street Trust 549300BDV45LJNXBZC55 Fidelity Securities Lending Cash Central Fund 31635A303 138.98600000 NS USD 139.00000000 0.000043624474 Long STIV RF US N 1 N N TRANE TECHNOLOGIES PLC 549300BURLR9SLYY2705 TRANE TECHNOLOGIES PLC N/A 57500.00000000 NS USD 6807425.00000000 2.136477258369 Long EC CORP IE N 1 N N N EMCOR GROUP INC 529900X0SQJB2J7YDU43 EMCOR GROUP INC 29084Q100 40370.00000000 NS USD 3028153.70000000 0.950371324678 Long EC CORP US N 1 N N N MGM GROWTH PPTYS LLC 549300E2UGIBHWE12262 MGM GROWTH PPTYS LLC CL A 55303A105 96816.00000000 NS USD 2717625.12000000 0.852913438730 Long EC CORP US N 1 N N N ABM INDUSTRIES INC QF02R89VEIOROM77J447 ABM INDUSTRIES INC 000957100 33097.00000000 NS USD 1262319.58000000 0.396172866460 Long EC CORP US N 1 N N N EQUITY RESIDENTIAL 5493008RACSH5EP3PI59 EQUITY RESIDENTIAL REIT 29476L107 333600.00000000 NS USD 18831720.00000000 5.910243817004 Long EC CORP US N 1 N N N CARRIER GLOBAL CORP 549300JE3W6CWY2NAN77 CARRIER GLOBAL CORP 14448C104 127900.00000000 NS USD 3817815.00000000 1.198202686648 Long EC CORP US N 1 N N N ALLEGION PLC N/A ALLEGION PLC N/A 68231.00000000 NS USD 7054403.09000000 2.213990131827 Long EC CORP IE N 1 N N N BEACON ROOFING SUPPLY INC 549300HDXQWWCBOYXP31 BEACON ROOFING SUPPLY INC 073685109 86803.00000000 NS USD 2941753.67000000 0.923255095087 Long EC CORP US N 1 N N N HOME DEPOT INC QEKMOTMBBKA8I816DO57 HOME DEPOT INC 437076102 180690.00000000 NS USD 51503877.60000000 16.16424172285 Long EC CORP US N 1 N N N RMR GROUP INC 549300JP4L34E48UJM16 RMR GROUP INC W/I 74967R106 67528.00000000 NS USD 1905640.16000000 0.598075904541 Long EC CORP US N 1 N N N WILLSCOT MOBILE MINI HOLDINGS CORP 549300HJ4VIXF476Q166 WILLSCOT MOBILE MINI HOLDINGS CORP 971378104 329950.00000000 NS USD 5906105.00000000 1.853602355962 Long EC CORP US N 1 N N N DYCOM INDUSTRIES INC 549300F56EKTHQI3WT60 DYCOM INDUSTRIES INC 267475101 50454.00000000 NS USD 3103425.54000000 0.973995025909 Long EC CORP US N 1 N N N COMFORT SYSTEMS USA INC 5299009DT1ZA5HTU6R38 COMFORT SYSTEMS USA INC 199908104 49429.00000000 NS USD 2504567.43000000 0.786046317990 Long EC CORP US N 1 N N N EQUITY LIFESTYLE PPTYS INC 529900PEQG66LENB6798 EQUITY LIFESTYLE PPTYS INC 29472R108 27703.00000000 NS USD 1836431.87000000 0.576355219014 Long EC CORP US N 1 N N N Fidelity Revere Street Trust 549300BDV45LJNXBZC55 Fidelity Cash Central Fund 31635A105 2873333.83900000 NS USD 2873908.51000000 0.901962221287 Long STIV RF US N 1 N N N LOUISIANA PACIFIC CORP 549300C7E2UAO5BVRR75 LOUISIANA PACIFIC CORP 546347105 66541.00000000 NS USD 2191860.54000000 0.687904780034 Long EC CORP US N 1 N N N HOWARD HUGHES CORP 549300BVHY25JZC1KI49 HOWARD HUGHES CORP 44267D107 37700.00000000 NS USD 2228447.00000000 0.699387262728 Long EC CORP US N 1 N N N GRANITE CONSTRUCTION INC 549300OM4BWMCIXVCZ39 GRANITE CONSTRUCTION INC 387328107 44418.00000000 NS USD 825730.62000000 0.259151542788 Long EC CORP US N 1 N N N PATRICK INDUSTRIES INC 549300FZ5ZTCCJ3Z5W14 PATRICK INDUSTRIES INC 703343103 30705.00000000 NS USD 1725928.05000000 0.541674132055 Long EC CORP US N 1 N N N VULCAN MATERIALS CO 549300Q8LSNHAVWBNI21 VULCAN MATERIALS CO 929160109 77476.00000000 NS USD 9297120.00000000 2.917855936470 Long EC CORP US N 1 N N N UFP INDUSTRIES INC 5493007KB485C9OV5572 UFP INDUSTRIES INC 90278Q108 83107.00000000 NS USD 4932400.45000000 1.548009914261 Long EC CORP US N 1 N N N INVITATION HOMES INC N/A INVITATION HOMES INC 46187W107 283900.00000000 NS USD 8128057.00000000 2.550951194501 Long EC CORP US N 1 N N N AZEK CO INC/THE N/A AZEK CO INC/THE 05478C105 79400.00000000 NS USD 3134712.00000000 0.983814129356 Long EC CORP US N 1 N N N ATKORE INTERNATIONAL GROUP INC 52990002TI38AM4RPV48 ATKORE INTERNATIONAL GROUP INC 047649108 111401.00000000 NS USD 2977748.73000000 0.934551969765 Long EC CORP US N 1 N N N FORTUNE BRANDS HOME and SEC INC 54930032LHW54PQUJD44 FORTUNE BRANDS HOME and SEC INC 34964C106 89487.00000000 NS USD 7524066.96000000 2.361391855288 Long EC CORP US N 1 N N N WELLTOWER INC T6IZ0MBEG5ACZDTR7D06 WELLTOWER INC 95040Q104 202700.00000000 NS USD 11659304.00000000 3.659215906809 Long EC CORP US N 1 N N N NVR INC 529900RWXR4JI3JYTV70 NVR INC 62944T105 1849.00000000 NS USD 7707260.66000000 2.418886307878 Long EC CORP US N 1 N N N RESIDEO TECHNOLOGIES INC 5493006TKFPYISY2DS54 RESIDEO TECHNOLOGIES INC 76118Y104 112900.00000000 NS USD 1508344.00000000 0.473386435222 Long EC CORP US N 1 N N N TAYLOR MORRISON HOME CORP 5299009UDLLGLKOOJE30 TAYLOR MORRISON HOME CORP 87724P106 166700.00000000 NS USD 3922451.00000000 1.231042186813 Long EC CORP US N 1 N N N BMC STK HLDGS INC 549300GHSZDJ1FJEJG18 BMC STK HLDGS INC 05591B109 99700.00000000 NS USD 3980024.00000000 1.249111193110 Long EC CORP US N 1 N N N PULTE GROUP INC N/A PULTEGROUP INC 745867101 144785.00000000 NS USD 6455963.15000000 2.026172664530 Long EC CORP US N 1 N N N FORTERRA INC 549300M8CB93DI1JD480 FORTERRA INC 34960W106 60780.00000000 NS USD 805335.00000000 0.252750476555 Long EC CORP US N 1 N N N LOWES COS INC WAFCR4OKGSC504WU3E95 LOWES COS INC 548661107 341795.00000000 NS USD 56290218.55000000 17.66641157276 Long EC CORP US N 1 N N N ESSEX PROPERTY TRUST INC 549300TR2H2VEFX0NC60 ESSEX PROPERTY TRUST INC 297178105 40972.00000000 NS USD 8870847.72000000 2.784072452687 Long EC CORP US N 1 N N N CBRE GROUP INC 52990016II9MJ2OSWA10 CBRE GROUP INC - CL A 12504L109 91300.00000000 NS USD 4293839.00000000 1.347600506006 Long EC CORP US N 1 N N N 2020-09-30 Stacie M. Smith Stacie M. Smith Stacie M. Smith President and Treasurer